Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HVOFX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS F) | NA | -1.26% | 9.23% | 7.23% | NA | NA | NA | 7.10% |
Data as of 11/06/2023, AR inception is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVOFX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS F) | 03/01/2017 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | -1.26 | 9.23 | 7.23 | NA | NA | NA | 7.10 | -3.80 | -4.73 | 28.05 | 2.62 | 29.80 | -8.75 | 5.78 |
| Sharpe Ratio | NA | -0.38 | 0.49 | 0.29 | NA | NA | NA | 0.27 | -0.76 | -0.32 | 2.15 | 0.07 | 2.59 | -0.67 | 0.80 |
| Standard Deviation(%) | NA | 12.55 | 15.34 | 20.49 | NA | NA | NA | 18.59 | 11.62 | 18.97 | 13.01 | 35.59 | 10.98 | 15.07 | 7.82 |
| Draw Down(%) | NA | 9.65 | 18.47 | 36.39 | NA | NA | NA | 36.39 | 9.37 | 18.47 | 5.91 | 36.39 | 5.89 | 19.08 | 4.52 |
| Yield(%) | 0.00 | 6.87 | 6.68 | 6.34 | 3.73 | 2.49 | 1.87 | 6.22 | 0.22 | 6.16 | 8.39 | 2.60 | 7.07 | 6.66 | 5.26 |
Data as of 11/06/2023, AR inception is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOFX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS F) |
2.21%
Apr 2017 - Apr 2020 |
6.28%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOFX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS F) |
19.48%
Dec 2018 - Dec 2021 |
10.67%
May 2017 - May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart